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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $177,779 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,418 | $50,150-13.4% | $149,723-71.0% | $80,169-45.8% |
| Participation rate | 97.0% | 64.3%+32.7pp | 78.8%+18.3pp | 72.9%+24.1pp |
| Annual return | 20.03% | 29.80%-9.8pp | 134.50%-114.5pp | 40.39%-20.4pp |
| Employer contribution / active EE | $890 | $1,868-52.4% | $4,821-81.5% | $2,978-70.1% |
| Participant deferral / active EE | $5,104 | $3,195+59.8% | $5,682-10.2% | $5,016+1.8% |
| Admin fee / account holder | $71 | $153-53.6% | $13,215-99.5% | $145-51.1% |